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in Dallas, TX

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Hours Full-time, Part-time
Location Dallas, TX
Dallas, Texas

About this job

Responsibilities

Assists assigned clients with questions and issues to resolve problems concerning their Regions Insurance relationships and insurance policies

Reviews and monitors complex documents such as renewals, claims, applications, statistical data in support of ongoing business

Prepare and process documents such as policies, renewals, claims, applications, changes, endorsements, binders, contracts, ect. to ensure accuracy, prevention of errors and omissions and coverage of risk organizations

Create and maintain computer files and suspense for follow up action

Assist the Producer in the design and preparation of marketing collateral and presentation material, implementation and servicing of client insurance programs

Refers new sales opportunities to Producer and/so Sales Manager

Contact insurance carriers to coordinate processing claims and gathering necessary documentation to work through difficult claim situations

Requirements

High school diploma or GED

Four years of experience in the insurance industry

Good customer service, communication, problem solving and organizational skills

Attention to detail

Skilled in MS Office

Certificates&Licenses

Insurance License


Associated topics: business, dealer, inside sales, inside sales representative, insurance agent, market, marketing, outbound, sales, sales representative